Podcast Episodes

Roth 401(k) or Not for High Earner?

With a huge chunk of pre-tax money in my 401(k), I am worried about what the future RMD will be. Should I start using the Roth option?

Have a money qu…

1 year, 10 months ago

Retirement Planning With a Pension

How should we factor my pension into our overall retirement picture?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jill…

1 year, 10 months ago

Can I Manage My Own Money?

After getting hit with some large tax bills from our managed account, is it time to manage it on my own?

Have a money question? Email us here

Subscribe…

1 year, 10 months ago

Okay After Forced Retirement?

After retiring a tiny bit earlier than expected, am I okay as is?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonm…

1 year, 10 months ago

Can I Retire Securely?

With retirement in the near future, have I accumulated enough to call it quits in a secure fashion?

Have a money question? Email us here

Subscribe to J…

1 year, 10 months ago

Account Consolidation

After changing jobs several times over the last decade, I find myself in need of some account consolidation.

Have a money question? Email us here

Subsc…

1 year, 10 months ago

Considering Retirement at 62

As I'm set to turn 62, I'm thinking about retiring. Can I do it?

Have a money question? Email us here

Subscribe to Jill on Money LIVE

YouTube: @jillonmo…

1 year, 10 months ago

Can We Build Dream Home

With a bunch of money sitting in cash for a potential home purchase, should we leave as is, or invest it?

Have a money question? Email us here

Subscrib…

1 year, 10 months ago

What’s the Best Financial Move for Us?

We think we are in good shape to be fully retired in about two years but we're not totally sure. What do you think?

Have a money question? Email us he…

1 year, 10 months ago

Overall Retirement Preparedness

I'd love to get your thoughts on how I am poised for retirement, if there is anything I am missing and/or should be doing differently?

Have a money qu…

1 year, 10 months ago